SSWG
Seven Springs Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
3,845
| – | – | 0.29% | 34 |
|
|
2025
Q1 | $1.06M | Buy |
3,845
+169
| +5% | +$46.5K | 0.38% | 32 |
|
|
2024
Q4 | $1.07M | Buy |
3,676
+48
| +1% | +$13.9K | 0.4% | 33 |
|
|
2024
Q3 | $1.03M | Hold |
3,628
| – | – | 0.37% | 32 |
|
|
2024
Q2 | $971K | Sell |
3,628
-45
| -1% | -$12K | 0.38% | 32 |
|
|
2024
Q1 | $955K | Buy |
3,673
+29
| +0.8% | +$7.54K | 0.37% | 31 |
|
|
2023
Q4 | $864K | Hold |
3,644
| – | – | 0.39% | 29 |
|
|
2023
Q3 | $774K | Hold |
3,644
| – | – | 0.37% | 31 |
|
|
2023
Q2 | $803K | Sell |
3,644
-44
| -1% | -$9.69K | 0.38% | 31 |
|
|
2023
Q1 | $753K | Sell |
3,688
-305
| -8% | -$62.3K | 0.37% | 32 |
|
|
2022
Q4 | $763K | Buy |
3,993
+124
| +3% | +$23.7K | 0.37% | 30 |
|
|
2022
Q3 | $694K | Buy |
3,869
+1,029
| +36% | +$185K | 0.38% | 31 |
|
|
2022
Q2 | $536K | Hold |
2,840
| – | – | 0.27% | 39 |
|
|
2022
Q1 | $647K | Hold |
2,840
| – | – | 0.31% | 37 |
|
|
2021
Q4 | $686K | Hold |
2,840
| – | – | 0.31% | 35 |
|
|
2021
Q3 | $631K | Hold |
2,840
| – | – | 0.31% | 34 |
|
|
2021
Q2 | $633K | Hold |
2,840
| – | – | 0.27% | 38 |
|
|
2021
Q1 | $587K | Hold |
2,840
| – | – | 0.28% | 34 |
|
|
2020
Q4 | $553K | Hold |
2,840
| – | – | 0.29% | 33 |
|
|
2020
Q3 | $484K | Hold |
2,840
| – | – | 0.3% | 31 |
|
|
2020
Q2 | $445K | Hold |
2,840
| – | – | 0.28% | 27 |
|
|
2020
Q1 | $366K | Hold |
2,840
| – | – | 0.26% | 31 |
|
|
2019
Q4 | $465K | Buy |
+2,840
| New | +$465K | 0.32% | 28 |
|